Discussion Forums

I am trying to create a GI to show this years sales data compared to LY sales. Any ideas how to get started with this? I have pulled the data since @yearstart and for where docdate >= @yearstart-1 and docdate<= @yearstart-1. How can I show those on the same line graph? 

How do people deal with the “Total Commitments”, “Open Commitments”, & “Cost to Complete” amounts on the Project Cost Report?  They appear to be values as of the report run date rather than as of the period reported.  This means that if you close your accounting period and start reviewing the report and someone on the construction team enters a new change order, all of these numbers change.  It also means that if you rerun a prior period’s report, all of these numbers might change from what you reported to management, quantity surveyors, banks, investors, etc.  I’m pretty sure the report pulls these amounts from the data behind the project summary screen and I’m not sure how to change the report to build this data as of a reporting period (or what DAC to use).We take a couple of weeks to close our accounting and get our reports finalized, surely we can’t expect our construction teams to not enter any change orders for two weeks every month.  Not to mention that we can never reprodu

Hello -I’ve been using the EasyPost integration for many years without much issue.  Recently, I’ve started receiving emails from EasyPost stating that I need to elect to use either their free account (which does not allow me to use my own FedEx/UPS account #’s) or pay $20/month to continue to be able to use my own courier accounts.A number of years ago, when Acumatica was pushing us from using the native FedEx/UPS integration into EasyPost, they stated that there would be no fees associated with the use of EasyPost in conjunction with Acumatica.The Acumatica marketplace page for EasyPost still states “Create a free account and start shipping with dozens of carriers. No fees on 120,000 packages per year, and your first $500 is on EasyPost.”I’m being told by EasyPost that if I do no enable the $20/mo billing, then my carrier accounts will be disabled until I select an option - which will obviously cause disruption to my business.Can Acumatica provide some clarity to this situation?  Appa

When you create a Weekly time card entry for a number of users that belong to the workgroup.The timecard entry is created with an On Hold status. A User is required to submit the timecard to remove it from the On Hold status.  For our customer this is workers who does not have access to  Acumatica hence an administrator need to update the timecard entries.  Is it possible to set the Workgroup timecard entries to Balance status? I am considering import scenario or review Action automation to update the timecards. 

I have begun testing the new functionality that allows us to use an existing GI as the data source for a new GI. It seems very powerful, and will certainly solve a number of reporting challenges, but I’m struggling with the naming scheme a bit.Specifically, in the base GI, I have a number of columns that are formulas. I need to reference those columns in the summary/child GI, but the names are simply the original base table plus a GUID to make them unique:The only method I’ve found for determining which “Formula” is which column is to add each one individually, run the summary/child GI, and use the resulting data to identify the column.Obviously, that is horribly inefficient, and I’d love to know of a better way.Has anyone found a method of mapping these formulas names to the source column/formula in the base GI?

Hello everyone. I need to calculate the value of a field that is not stored in the database. I need to do this every time the BAccount form is opened. What is the best way to do this so that it only happens once when it is opened?

So, I have created this GI. I added my parameters to pull locations. After publishing to the UI, my locations field is empty. Please anyone help. after i publish 

When the order in shopify store has discount it sync successfully but after a minute or two it will add additional discount line that causes this error. We dont have any custom mapping we just using the native connector.   Company - Export onlySales Order is Import onlyThis is b2b and ACUMATICA 2024 R1

Hello Expert, I was looking for PO Approval when Qty or unit cost gets increased then approver will do the approval of PO and if QTY or unit cost is decreased then no approval for that. I have created a sample Approval for the same please let me know if i am going on right path. 

Hi Acumatica! Can anyone share a GI with Budget amounts by subaccount X period X GL account?Actual amounts would be great too. Thank you!!

Hi,I think I saw something in the Australian MYOB version of Acumatica that kind of does this but I can’t for the life of me see anywhere in the NA version Acumatica version to be able to say that an item has a shelf life of 90 days lets say for example. Is there anything in the system to do that so that expiry date on a lot does not need to be set manually? Andrew

Hello I am new here and currently looking for feedback on my approach:Scenario: When a user pays the invoice.Fig a: Invoice Screen:Ask: On the Revenue Budget tab under the project, , I need to display the following  through a user-defined field.  Display “Total Units Paid” : reflecting the quantity for which invoice payment has been received from the customer. Display “Total Amount Paid” : representing the corresponding total value. Display “Difference in Units” ( Budgeted – Paid) : showing the variance between total billed units and total paid units.I would appreciate if someone could provide feedback on my approach as I am bit lost.DAC:using PX.Data;using PX.Objects.AR;namespace PX.Objects.PM{//Total Units Paid        #region UsrUnitsPaid        [PXString(50)]        [PXUIField(DisplayName = "Units Paid")]        public  string UsrUnitsPaid{ get; set; }        public abstract class usrUnitsPaid: PX.Data.BQL.BqlString.Field<usrUnitsPaid> { }        #endregion //Total Amount Paid

Anybody know  why this parameter would not be showing at all on report screen. I dont have the report fully built yet but the date parameter is showing just fine. I have double checked permissions and that is not a problem.   

On a scheduled basis we need to send reports to each vendor of their open orders and pricing/lead time updates..  Only selected vendors will get the reports and the reports will only have their data.  Is there a simple way to do this with having to create a report template and automation schedule for each vendor?  There are 2 different list of vendors for 2 different reports and each has 60-75 vendors.

 Hi,For T&M billing of a project, Is it possible to inherit of the "Sales price" of the customer for a line? Thanks!

This topic may have been discussed previously but would like further confirmation When a customer has a second Process Node (with ;process’ in the url) what is the proper procedure to publish customizations and unpublished in this environment ?should customization be published twice?  once on each node or only the processing node? how should a single customization be “unpublished” in this environment ? is it possible to get the two nodes out of sync with customization projects? where can this information be found in documentation ?  

Hi AllI’m trying to figure out how to modify the SO643000 (Invoice / Memo) report template to immediately show ‘Copy’ after the first invoice has been printed. Currently, I have a field that says ‘Invoice Reprint’ with a visible expression of =[ARInvoice.DocDate]<>Today()This works well for next day and after reprints. But now it’s needed for same day reprints.Not too sure on how to proceed with it. Thanks in advance.Amit

Hi ,I have set up Google Workspace for email in Acumatica. I’m required to log in several times a day, otherwise emails sharing getting failed. I noticed that there is an expiry set on the Authentication token under the external applications. How can I extend this expiration or set this not to expire?Thank You,Dulanjana

While create an external application with google account. Expiry date is automatically default to Current date. How to change the expiry date of an email account.  

Has anyone had success using the Acumatica add-in with Outlook web version? It works great in the desktop Outlook, but haven’t had success in web version. A year ago I installed it and signed in, but could never get it to do anything. Now when reinstalling I can’t even sign in, just spins. The company I’m assisting has many employees that don’t have license to have Outlook installed, so they use web. Any insight appreciated!  

I create new report and change default report, and add by Report designer->Save report to the server. 

       Can Acumatica support the overlap display of two trend line graphs? Or more specifically, is there a way to achieve the following effect: displaying two lines of different colors on a single graph. Line 1 represents the monthly sales data of 2024, and Line 2 represents the monthly sales data of 2025.    Like below, I already have 2 separate graphs, can it be shown on 1? 

What are the numbering rules so that changes are not lost when updating acumatica version ? 

Is it possible to export the commodity Code to the shopify store?It is the shopify plus store. What is the correct external object and external field for that information? 

     Hello,I have set up a report. When the user selects an inventory ID or item class, it will return results like: item ID and its picture. It’s similar to a sales catalog.     But now, the user has a new need: they want to be able to input several inventory IDs (which might belong to different item classes) and still get the same report.      Can this be done?  Or do we have multiple inventory selectors?